Some stuff I am reading today morning:
Record Direct Tax collections (BW)
India’s economic activity set to slow (MC)
Air India pilots warns of non-cooperation (Rediff)
Borrowed Fashion picks up in India (Fortune)
On the IPO pipeline in 2023 (BS)
Startups opt for Venture Debt in funding winter (FE)
The 2023 Macro Outlook ( Apricitas Economics)
The ‘Lollapalooza Effect’ on Meta Stock (Hindu)
How Sam Bankman-Fried swindled $8 Billion (CNBC)
Don’t try to get rich twice (Common Sense)
Some stuff I am reading today morning:
India clinches top slot in milk production (FE)
Mukesh Ambani launches his FMCG offensive (BT)
Govt likely to go slow on divestment (MC)
Spectacular rise in Gold ETF folios (Fortune)
Company: Aditya Infotech Ltd (BI)
Transcript of Fed Chair’s Press Conference (FED)
What no one tells you about Diversification (Morningstar)
Where I am investing my capital now (Bill Ackman)
Elon Musk continues to sell Tesla shares (CNBC)
China’s economy braces for turmoil (BS)
Some stuff I am reading today morning:
FED hikes by 50 bps ( FED )
No lenders for Anil Agarwal’s semi-conductor factory (BS)
M&M to invest 10,000 Cr in EV plant (Fortune)
NTPC to sell stake in green energy business (MC)
Startup: Nao Spirits (Forbes)
How No.Broker.com changed Indian real estate (BI)
Interview with Kathleen McCarthy (Big Picture)
Some thoughts about Investing (Common Sense)
Why Competitive Advantages die (Morgan Housel)
Memo: Sea Change (Howard Marks)
Some stuff I am reading today morning:
India, China clash near Arunachal Pradesh border (FE)
HDFC-HDFC Bank merger to shake India’s debt market (MC)
India to attract $10 Billion in green energy FDI in 2023 (BS)
LIC: Elephant learning to dance (Fortune)
Leena Nair at Chanel (Forbes)
Company: South West Pinnacle (BI)
On the Build-Your-Own-Index Boom (Advisor Hub)
Who says you can’t time the market? (Felder Report)
How much time to spend thinking about your own portfolio? (Buffett)
Consoles & Competition (Stratechery)
Some stuff I am reading today morning:
India’s CPI index falls below 6% (BW)
Dalmia Bharat acquires JP’s cement plants (MC)
Tata Group to open 100 Apple stores in India (BS)
UPI now 85% of digital transactions (Fortune)
Thread: Landmark Cars IPO (Aditya Kondawar)
Anant Goenka’s CEAT-Zensar balancing act (Forbes)
Company: Wheels India (BI)
Deep Thoughts for Passive Investors (Felder Report)
Financial Gaslighting (Bob Seawright)
Thread: How I made 5000% off FTX (Adlay)